Make consistently smart money decisions
Everyday we face a series of decisions that often result in compromises. It's important to have someone you trust that can help you navigate the most important compromises so your team can keep an eye on what's most important. Together, we'll balance emotions with logic to make you compromise instead of sacrifice throughout your life.
Transfer to those you love
You have worked hard and consistently made the right decisions. You have something you're proud of and want to pass on to the people and causes you care most deeply about. We'll find the right technique and processes to make sure your legacy benefits those you love.
Mitigate taxes
Paying taxes may be Patriotic, but paying more than necessary is insensible. Working with a comprehensive team including tax and legal professionals, we can work through the labyrinth of the tax code to pair effective tax mitigation techniques with prudent execution to help you pay only your part.
Protect what you have
Even the best performing investments can't protect against the worst luck or undesirable outcomes. It is important to use proper insurance planning and account structures to prevent your assets from being unjustly taken.
Maximize charitable contributions
You know what you care about, now let's make sure you make the biggest impact. The best of intentions mean even more in conjunction with the best execution. Together, we can utilize methods that maximize your impact.
Manage life's transitions
Change can be exciting, but it can also be stressful. From transitioning careers, losing a loved one, separating from a spouse, or any of life's myriad other surprises, it's important to stay on track by remaining flexible. We'll work together compassionately to keep decisions based on logic instead of emotion so you can remain focused on your life's goals.
Navigating financial
solutions
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Your journey across generations
Your journey across generations
Protect, prepare and transition wealth for the next generation.
It's true you can't bring your money with you. But you can make sure it has a positive impact on those you care about after your lifetime, while continuing to enjoy it during your lifetime. Planning for wealth transitions is not an event, but rather a process. Often it requires education at different generational levels. Sometimes it can involve different structures and methods within the same family based on unique circumstances.
Whatever challenges lie ahead, it's important to work with a team that takes the time and has the knowledge to understand, plan, and execute a plan that fits everyone involved. J. R. Prunier Capital Management will not be the only partner in transitioning your legacy, but we help assemble and lead the team that will.
Operating and Transitioning Your Business
The Journey Across Generations
Operating and Transitioning Your Business
Operating and Transitioning Your Business
Growing
Operating
Transitioning
New Passion and Purpose
Building, operating, and ultimately transitioning a business requires tremendous fortitude and foresight.
Business ownership and personal wealth are interconnected.
Family and closely held business owners face a bevy of unique challenges. As a third generation business owner himself who assisted in the transition of his family's two-generation manufacturing business, Jeff appreciates, admires, and is well versed in the challenges business owners face everyday.
Jeff provides seasoned expertise helping business owners and entrepreneurs invest in their passion while keeping a focus on the final step in every owner and entrepreneur's lifecycle. Transitioning a business requires the right team, the right time, and the right mindset. Successful post-transition life can be nearly as challenging as business owners refill their passion and find new purpose.
Whether you are transitioning a business or operating it for years to come, together we can assemble the right team and prepare and execute the appropriate plan that maximizes your hard work and sacrifices. We'll even speak the same language along the way.
Growing
Operating
Transitioning
New Passion and Purpose
Operating and Transitioning Your Business
Operating and Transitioning Your Business
Operating and Transitioning Your Business
Operating and Transitioning Your Business
Your pathway to retirement
The Journey Across Generations
Your Pathway to Retirement
Your Pathway To Retirement
A seamless step from earning an income to earning your lifestyle.
You’ve been working your entire life and have made a series of good decisions. The day is coming when you’ll walk out the door, never to return. But when? What will fill the days? Who will I see and spend time with? And how do I get paid?
The thought of leaving a career that has been part of your purpose and, if you’re lucky, you’ve been passionate about is daunting for many people. As that abstract idea becomes more concrete, it’s important to take steps to secure the future you’ve sacrificed for. Together, we’ll arrange your accounts and investments to make sure they work in harmony to deliver your retirement paycheck. Perhaps of equal importance, however, we’ll define your retirement lifestyle.
It's impossible to build a budget around a concept you can’t see. If we can’t build a budget, we won’t know how much you’ll need, which means we won’t have a clear view of how we need to invest. We will dive deep into conversations and vision boards, make introductions to other retirees, and develop ideas for volunteerism or part-time work. Together, we’ll build a seamless transition from working to living your passion every day, on purpose.
Sustainable investing
The Journey Across Generations
Sustainable Investing
Sustainable Investing
Make the impact you want and invest for a sustainable future.
Sustainable investing seeks durable businesses that address issues such as human rights, social justice, climate change, and governance accountability. Collectively these and more are known as the Environmental, Social, and Governance (ESG) factors in evaluating companies.
There are many styles of investing along the spectrum of sustainable investing, where the most basic may be screening companies for possible structural or business risks that could cause long-term issues of revenue, profitability, or viability. At the other end lies values-based or thematic investment style, seeking to invest capital to achieve specific non-financial outcomes, with a secondary desire to positive financial growth.
J. R. Prunier Capital Management helps investors determine where on the sustainable spectrum their values, performance expectations, and risk tolerance lie, then build a portfolio that matches their priorities.
Operating and transitioning your business
The Journey Across Generations
Operating and Transitioning a Business
Your Journey Across Generations
Building, operating, and ultimately transitioning a business requires tremendous fortitude and foresight.
Family and closely held business owners face a bevy of unique challenges. As a third generation business owner himself who assisted in the transition of his family's two-generation manufacturing business, Jeff appreciates, admires, and is well versed in the challenges business owners face everyday.
We provide seasoned expertise helping business owners and entrepreneurs invest in their passion while keeping a focus on the final step in every owner and entrepreneur's lifecycle. Transitioning a business requires the right team, the right time, and the right mindset. Successful post-transition life can be nearly as challenging as business owners refill their passion and find new purpose.
Whether you are transitioning a business or operating it for years to come, together we can assemble the right team and prepare and execute the appropriate plan that maximizes your hard work and sacrifices. We'll even speak the same language along the way.
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Your Journey Across Generations
The Journey Across Generations
Your Journey Across Generations
Owning and transitioning your business
Building, operating, and ultimately transitioning a business requires tremendous fortitude and foresight.
Family and closely held business owners face a bevy of unique challenges. As a third generation business owner himself who assisted in the transition of his family's two-generation manufacturing business, Jeff appreciates, admires, and is well versed in the challenges business owners face everyday.
Jeff provides seasoned expertise helping business owners and entrepreneurs invest in their passion while keeping a focus on the final step in every owner and entrepreneur's lifecycle. Transitioning a business requires the right team, the right time, and the right mindset. Successful post-transition life can be nearly as challenging as business owners refill their passion and find new purpose.
Whether you are transitioning a business or operating it for years to come, together we can assemble the right team and prepare and execute the appropriate plan that maximizes your hard work and sacrifices. We'll even speak the same language along the way.
Your Journey Across Generations
The Journey Across Generations
Your Journey Across Generations
Your pathway to retirement
A seamless step from earning an income to earning your lifestyle.
You’ve been working your entire life and have made a series of good decisions. The day is coming when you’ll walk out the door, never to return. But when? What will fill the days? Who will I see and spend time with? And how do I get paid?
The thought of a leaving a career that has been part of your purpose and, if you’re lucky, you’ve been passionate about is daunting for many people. As that abstract idea becomes more concrete, it’s important to take steps to secure the future you’ve sacrificed for. Together, we’ll arrange your accounts and investments to make sure they work in harmony to deliver your retirement paycheck. Perhaps of equal importance, however, we’ll define your retirement lifestyle.
It's impossible to build a budget around a concept you can’t see. If we can’t build a budget, we won’t know how much you’ll need, which means we won’t have a clear view of how we need to invest. We will dive deep into conversations and vision boards, make introductions to other retirees, and develop ideas for volunteerism or part-time work. Together, we’ll build a seamless transition from working to living your passion every day, on purpose.
Your Journey Across Generations
The Journey Across Generations
Your Journey Across Generations
Sustainable Investing
Make the impact you want and invest for a sustainable future. Align these investments to your values and non-financial outcomes can impact your portfolio.
Sustainable investing seeks durable businesses that address issues such as human rights, social justice, climate change, and governance accountability.
There are many styles of investing along the spectrum of sustainable investing, where the most basic may be screening companies for possible structural or business risks that could cause long-term issues of revenue, profitability, or viability. At the other end lies values-based or thematic investment style, seeking to invest capital to achieve specific non-financial outcomes, with a secondary desire to positive financial growth.
J. R. Prunier Capital Management helps investors determine where on the sustainable spectrum their values, performance expectations, and risk tolerance lie, then build a portfolio that matches their priorities.
Your Journey Across Generations
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose
It's true you can't bring your money with you. But you can make sure it has a positive impact on those you care about after your lifetime, while continuing to enjoy it during your lifetime. Planning for wealth transitions is not an event, but rather a process. Often it requires education at different generational levels. Sometimes it can involve different structures and methods within the same family based on unique circumstances.
Whatever challenges lie ahead, it's important to work with a team that takes the time and has the knowledge to understand, plan, and execute a plan that fits everyone involved. J. R. Prunier Capital Management will not be the only partner in transitioning your legacy, but we help assemble and lead the team that will.
Together, we can maximize the enduring impact of your years of prudent decision making for those you care most about. We take a structured holistic approach that protects your lifestyle, while preparing those who you wish to impact most today and in the future.
It's true you can't bring your money with you. But you can make sure it has a positive impact on those you care about after your lifetime, while continuing to enjoy it during your lifetime. Planning for wealth transitions is not an event, but rather a process. Often it requires education at different generational levels. Sometimes it can involve different structures and methods within the same family based on unique circumstances.
Your Journey Across Generations
Family and closely held business owners face a bevy of unique challenges. As a third generation business owner himself who assisted in the transition of his family's two-generation manufacturing business, Jeff appreciates, admires, and is well versed in the challenges business owners face everyday.
Jeff provides seasoned expertise helping business owners and entrepreneurs invest in their passion while keeping a focus on the final step in every owner and entrepreneur's lifecycle. Transitioning a business requires the right team, the right time, and the right mindset. Successful post-transition life can be nearly as challenging as business owners refill their passion and find new purpose.
Whether you are transitioning a business or operating it for years to come, together we can assemble the right team and prepare and execute the appropriate plan that maximizes your hard work and sacrifices. We'll even speak the same language along the way.
Owning and transitioning your business
Building, operating, and ultimately transitioning a business requires tremendous fortitude and foresight.
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Your Journey Across Generations
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Sustainable investing
Your portfolio should represent you.
Sustainable investing seeks durable businesses that address issues such as human rights, social justice, climate change, and governance accountability.
There are many styles of investing along the spectrum of sustainable investing, where the most basic may be screening companies for possible structural or business risks that could cause long-term issues of revenue, profitability, or viability. At the other end lies values-based or thematic investment style, seeking to invest capital to achieve specific non-financial outcomes, with a secondary desire to positive financial growth.
J. R. Prunier Capital Management helps investors determine where on the sustainable spectrum their values, performance expectations, and risk tolerance lie, then build a portfolio that matches their priorities.
J. R. Prunier Capital Management LLC
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Your journey across generations
Operating and transitioning your business
Building, operating, and ultimately transitioning a business requires tremendous fortitude and foresight.
Family and closely held business owners face a bevy of unique challenges. As a third generation business owner himself who assisted in the transition of his family's two-generation manufacturing business, Jeff appreciates, admires, and is well versed in the challenges business owners face everyday.
Jeff provides seasoned expertise helping business owners and entrepreneurs invest in their passion while keeping a focus on the final step in every owner and entrepreneur's lifecycle. Transitioning a business requires the right team, the right time, and the right mindset. Successful post-transition life can be nearly as challenging as business owners refill their passion and find new purpose.
Whether you are transitioning a business or operating it for years to come, together we can assemble the right team and prepare and execute the appropriate plan that maximizes your hard work and sacrifices. We'll even speak the same language along the way.
Your Journey Across Generations
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
Your pathway to retirement
A seamless step from earning an income to earning your lifestyle.
You’ve been working your entire life and have made a series of good decisions. The day is coming when you’ll walk out the door, never to return. But when? What will fill the days? Who will I see and spend time with? And how do I get paid?
The thought of a leaving a career that has been part of your purpose and, if you’re lucky, you’ve been passionate about is daunting for many people. As that abstract idea becomes more concrete, it’s important to take steps to secure the future you’ve sacrificed for. Together, we’ll arrange your accounts and investments to make sure they work in harmony to deliver your retirement paycheck. Perhaps of equal importance, however, we’ll define your retirement lifestyle.
It's impossible to build a budget around a concept you can’t see. If we can’t build a budget, we won’t know how much you’ll need, which means we won’t have a clear view of how we need to invest. We will dive deep into conversations and vision boards, make introductions to other retirees, and develop ideas for volunteerism or part-time work. Together, we’ll build a seamless transition from working to living your passion every day, on purpose.
Your journey across generations
The Journey Across Generations
Operating and Transitioning a Business
Your Journey Across Generations
Protect, prepare, and transition wealth for the next generation so they may passionately pursue their purpose.
It's true you can't bring your money with you. But you can make sure it has a positive impact on those you care about after your lifetime, while continuing to enjoy it during your lifetime. Planning for wealth transitions is not an event, but rather a process. Often it requires education at different generational levels. Sometimes it can involve different structures and methods within the same family based on unique circumstances.
Whatever challenges lie ahead, it's important to work with a team that takes the time and has the knowledge to understand, plan, and execute a plan that fits everyone involved. J. R. Prunier Capital Management will not be the only partner in transitioning your legacy, but we help assemble and lead the team that will.
